Any templates for personal bank account tracking?

D

David McRitchie

In regards to:
http://office.microsoft.com/en-us/templates/CT011377171033.aspx

The coloration is pretty and the format is the same as in a checkbook,
like you are keeping records for the bank rather than yourself.

There is no excuse for this note:
Note It's important that you enter your transactions in the
spreadsheet sequentially. If you skip lines, the function that
keeps track of your balance won't work correctly.
That's not saying if you don't have a balance formula for the row
which is going to obviously be a problem,
it is saying if you don't have a Debit or a Credit your screwed.

And why did they put $ signs in the all the figures and why did
they left justify the numbers --- totally weird.

It has put in a date format for you, but even if you are in the
US and only use two digits for dates it is using m/d/yy
instead of mm/dd/yy -- maybe there is an advantage there
you will have to fix it and in doing so will have to look at the
format they choose

In any case the formulas are incorrect, because if you need to
insert or delete or sort a few lines you will mess up because it
does not use OFFSET in the Balance column. So you will have
to mend your formula after making changes.

See http://www.mvps.org/dmcritchie/excel/insrtrow.htm
if for nothing else to see how you should be using OFFSET
instead of directly referring to the cell above by it's cell address.

FWIW, the template has no macros.
 

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